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| Keyboard |
| Luther Forest Wealth Advisors LLC
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|---|---|
| CRD # | 142714 |
| SEC # | 801-67506 |
| CIK # | |
| AUM | 98.6 M (2026-02-16) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 518-899-5904 |
| Address | 2715 Route 9 Malta, NY 12020 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 186 | 38.9 |
| (b) Individuals (high net worth individuals) | 28 | 58.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 471 | 98.6 |
| By Discretionary | ||
| Discretionary | 450 | 97.3 |
| Non-Discretionary | 21 | 1.3 |
| Total | 471 | 98.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 97.2 | |
| Total | 471 | 98.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
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PA | 100.1 M |
|
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|
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|
Sundowner Capital Management LLC
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|
Synergy Capital of Colorado LLC
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CO | 98.8 M |
|
Lake Road Advisors LLC
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|
Investor's Advantage LLC
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98.7 M | |
|
LPK Investment Group LLP
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NY | 98.0 M |
|
Ormonde USA LLC
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|
97.7 M | |
|
Berkshire Advisors Inc
✚
|
PA | 97.1 M |